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BTR Capital Management, Inc. In Stock Futures Funds Directory

 

Founded in 1989, BTR Capital Management, Inc. is an SEC registered investment management firm, wholly owned and managed by its principals. BTR, standing for balanced total return, provides experienced, professional discretionary asset management for individuals, foundations, IRAs, and retirement plans. Each portfolio is individually tailored and managed to reflect the specific financial objectives, taxability, and risk tolerance of each of our clients. Our investment style is value based. It is basically conservative for equity and fixed income investing, emphasizing both after-tax total return and preservation of capital. We are long-term investors. We are active communicators, take pride in our high level of service, and are dedicated to achieving our clients goals and objectives.

 

Address: 550 Kearny Street, Suite 510, San Francisco, California 94108-2527
Telephone: (415) 989-0100
Website: http://www.btrcap.com/